Sundaram Flexi Cap IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Sundaram Flexi Cap IDCW Reinvest Direct Plan

NAV
₹12.9481
+0.61%
(17 Mar)
AUM
2,059 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+13.7%
+13.7%
+9.5%
+9.5%
+6.5%
+1.1%
3Y
+22.5%
+22.5%
+20.3%
+20.3%
+15.4%
+10.7%
5Y
+19.4%
+19.4%
NA
NA
+12.9%
NA
ALL
+25.2%
+25.2%
+19.7%
+19.7%
+12.2%
+7.6%
VOL
17.2%
17.2%
15.3%
15.3%
-
12.2%
TER
0.5%
0.5%
0.4%
0.4%
-
0.7%
AUM
₹2,186 Cr
₹2,186 Cr
₹1,267 Cr
₹1,267 Cr
-
₹2,059 Cr
INFO
1.46
1.46
1.29
1.29
-
0.62
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Sundaram Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
6.0%
Axis Bank Ltd
4.5%
Reliance Industries Ltd
4.3%
State Bank of India
4.1%
Bharti Airtel Ltd
4.1%
Larsen & Toubro Ltd
3.6%
Infosys Ltd
3.4%
Kotak Mahindra Bank Ltd
3.0%
UltraTech Cement Ltd
2.6%
Top industry exposure
Financial Services
29.8%
Industrials
13.1%
Consumer Cyclical
12.6%
Technology
7.9%
Healthcare
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
48%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To generate capital appreciation by dynamically investing in a mix of equity and equity related instruments across market capitalization (i.e., large, mid and small cap stocks).
Fund manager(s)
Dwijendra Srivastava
S. Bharath
Pathanjali Srinivasan

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